Marvell: Connectivity Solutions

By Vijay Nagarajan, Guest Author As we continue to analyze the company’s wireless products, it is illustrative to look at its connectivity solutions strategy. In the last segment of this series, we discussed Marvell’s WLAN business. In this piece, I will analyze its Bluetooth and GPS strategies, which I consider as vital elements of tomorrow’s

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Texas Instruments: Mobile Market Strategy

By Vijay Nagarajan, Guest Author I mentioned in the last segment of this series that I was not happy with TI’s wireless and mobile market strategy. Let me try to explain why.

Broadcom: Valuation

By Vijay Nagarajan, Guest Author The last month has been a great revelation for me. I have ventured beyond my comfort zone to research and understand the nuances of various other related segments like WLAN, Bluetooth, GPS, set-top boxes, broadband modems, DVD players, and Ethernet. Such is the depth of Broadcom’s business. Before I go

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Broadcom: Wireless Revenue

By Vijay Nagarajan, Guest Author In the last few articles, I dealt extensively with the Mobile and Wireless business of Broadcom. It is time we take a look at what this means from a revenue point of view for the company.

Broadcom: Growth by acquisition

By Vijay Nagarajan, Guest Author Over the last two parts of this series, we discussed the advantages and disadvantages of Broadcom’s wide portfolio at length. It is also illustrative to look at a key strategy that the company has been following for a while now: Growth by acquisition.

Broadcom: Resilient Core

By Vijay Nagarajan, Guest Author I follow Broadcom for at least three reasons. The first factor is its aggressive campaign to be right behind Qualcomm and TI in the mobile chipset business. Second is the spate of legal battles it has been involved in with Qualcomm. Of course, my final interest is its ‘big-brother’ competitor

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Interdigital: Qualcomm Can Acquire

By Vijay Nagarajan, Guest Author Will Qualcomm acquire Interdigital? This was the question I raised in my last article. I will try to take a quick look at the feasibility of such an event in this part of my series. Interdigital has a market cap of about $1 billion today. The stock closed on Thursday,

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Trend Radar 2008: Miniaturization

Our wish list for what features we want on the convergence device keeps getting longer, while form factor keeps getting smaller. Familiar movie. Unfamiliar outcome.